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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,681 | $95,188-20.5% | $76,518-1.1% | $135,379-44.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | 2.77% | 4.85%-2.1pp | -0.27%+3.0pp | 519.79%-517.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $75 | $6,249-98.8% | $4,849-98.5% | $10,828-99.3% |